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Jeffrey Holzworth, CPA

Sr. Tax Manager

American National Insurance Company
Galveston, Texas, USA

Corporation - Publicly-Held

Professional Summary

A highly dedicated tax professional with over 25 years’ experience, specifically in the insurance industry. Solid background in both property & casualty and life insurance taxation. Proven ability in the preparation and review of complicated tax provisions and tax returns, including life/non-life consolidations, the financial reporting disclosure requirements under GAAP (ASC 740) and Statutory (SAP 101) accounting principles, and the reporting requirements included in the Internal Revenue Code and related rules and regulations. Provided effective tax rate modeling and forecasting in support of external reporting, internal management reporting and special corporate initiatives. Solid experience using various tax provision and return solutions including OneSource Tax Provision, OneSource Income Tax, CorpTax and Longview Tax Solution

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Languages

  • English

Industry Experience

    • Insurance Full Line

Interests/Hobbies

  • Playing team sports
  • Golf

Social Media



Experience

American National Insurance Company
Galveston, Texas, USA 77550
Sr. Tax Manager
Corporation - Publicly-Held
2014 - 2018
Responsible for the oversight of the federal income tax function and a staff of 3 professionals. Responsibilities include the review of all federal tax provisions and tax returns including analyses and disclosures of tax-related financial information in the Company’s GAAP and Statutory filings; monitoring annual cash taxes including cash payments; analysis and implementation of new tax legislation. Led a special project in the re-design of the corporate tax function, which created efficiencies in the preparation of the tax provision using new tax provision and reporting software.
The Horace Mann Companies
Springfield, Illinois, USA 62715
Director - Income Taxes
Corporation - Publicly-Held
1989 - 2014
Promoted to Director position in 2012 through expanding roles and increasing responsibilities while at Horace Mann. As a Director, responsible for the oversight of the federal and state income tax function with a team of 2 professional staff. Responsibilities included reviewing the quarterly tax provision of the consolidated group and the associated tax-related disclosures in the Company’s GAAP and Statutory filings. Worked closely with all business areas to provide the corporate planning department with effective tax rate models and forecasts to support external reporting, executive/management reporting, and corporate initiatives. Also, led in the preparation and review of the income tax compliance work papers on a federal and state basis and used third party tax compliance software to prepare the life/non-life consolidated return and state returns.

Education

B.Acc.Sci, Accountancy 1983
Illinois State Univeristy
Bloomington, Illinois, United States

Professional Certifications

Certified Public Accountant(CPA)
Inactive
1987

Associations and Societies

  • AICPA (Member)
  • Insurance Accounting and Systems Association (Past President Local and Regional Chapters)

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